Strategic Wealth Management Consultant
2 days ago
Join Anand Rathi Share and Stock Brokers Ltd as a Strategic Wealth Management Consultant, where you will be the ultimate face of the business. As a key member of our wealth management team, you will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering exceptional standards of service.
The ideal candidate would have prior experience working in a Private Bank/Wealth Management set up. You will be expected to sell Mutual Funds, PMS, Structured Products, and handle clients with a minimum investment amount of Rs 1 Cr and above. Your strong analytical skills and ability to work in teams will be crucial in advising clients across asset classes and maintaining client relationships.
We are looking for candidates with good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability). If you have a passion for delivering personalized financial solutions and building long-term relationships with affluent clients, this is an exciting opportunity to consider.
Your role as a Strategic Wealth Management Consultant will involve:
- Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Tracking the Affluent & Super Affluent Client segment in the market for new client acquisition.
You will research, investigate and update yourself on available investment opportunities/financial market trends to determine whether they fit into client's portfolios. Additionally, you will coordinate with product and research teams for taking investment decisions for clients.
A competitive salary package is offered, estimated at around ₹25 lakhs per annum, depending on qualifications and experience. This includes benefits such as bonuses, stock options, and a comprehensive health insurance plan.
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